Granting Shared Access Permissions

• Granting Shared Access Permissions

When giving shared access permissions, you will determine group-by-group and feature-by-feature what they are given access to. A user can have access to one group and all features in it and have access to another group with only access to one feature.

Exercise 5A: Adding a Shared Access User

1. Open up your GreenRope account

2. Click on the "Guide Me" button

3. Complete the “Give A User Access To Your Account” interactive exercise

   • Based on the group you created in Exercise 4A, give certification@greenrope.com access to the following features:

     • Limited Contacts

     • Group Setup

     • Add CRM

For reference, here are the steps to adding a Shared Access User:

1. Open up your GreenRope account

2. Hover over Settings (in the navigation bar)

3. Click “Shared Access”

4. Under the Groups area, click the group name you wish to give access to

5. Choose whether to give shared access permissions to a contact in your account currently or add a new contact to your account to give permissions to

6. Select which feature(s) you would like to give the contact access to

7. Hover over Actions

8. Click “Save Changes”

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